Merchant QBR AutoPilot
par IntelliThing
Generate merchant QBR scorecards and executive-ready reviews from sample or uploaded data.
Merchant QBR AutoPilot helps account managers and merchant success teams create consistent Quarterly Business Review (QBR) scorecards in minutes.
The app turns merchant performance inputs into structured scorecards, highlights key trends, and produces presentation-ready output so teams can spend less time formatting and more time on strategy and customer outcomes.
What you can do:
- Generate QBR scorecards for selected merchants using sample data or uploaded CSV inputs.
- Create executive-ready summaries for customer conversations and internal reviews.
- Produce downloadable presentation artifacts for stakeholder sharing.
- Standardize QBR workflows across account teams with repeatable output quality.
Who it is for:
Merchant account managers, customer success managers, partner managers, and operations teams that run recurring business reviews.
Prerequisites:
An authenticated Microsoft 365 account. No separate sign-up required.
Installation note:
If you see "This app requires approval from your IT admin," click Request approval on this page, then ask your IT team to approve it at: M365 Admin Center > Agents > All agents > Requests (https://admin.cloud.microsoft/#/agents/all/requested). Most organizations can process this in minutes. IT admin approval guide: https://www.intellithing.com/m365/it-admin-merchant-qbr-autopilot.html
Permissions and data:
This app requests only the minimum permissions needed — user identity and read-only access to merchant data via IntelliThing's backend API. It cannot read your email, calendar, or files. No user data is stored outside Microsoft's Azure infrastructure. Full details: https://www.intellithing.com/m365/it-admin-merchant-qbr-autopilot.html
Get Started: https://www.intellithing.com/m365/get-started-merchant-qbr-autopilot.html
Contact Us: https://www.intellithing.com/#contact
Help: https://www.intellithing.com/m365/support-merchant-qbr-autopilot.html
Sign-up: Not applicable. No separate account creation is required; users authenticate with Microsoft 365.
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut accéder aux informations personnelles contenues dans le message actif, dont les numéros de téléphone, les adresses postales ou les URL. Les autres éléments dans votre boîte aux lettres ne peuvent pas être lus ou modifiés. Passez en revue la politique de confidentialité du développeur pour plus de détails sur la gestion et le traitement des informations personnelles.